Financial Analyst

1 week ago


Richmond, Virginia, United States Eclaro Full time
Financial Analyst - I (USD) Position

Eclaro is seeking a skilled Financial Analyst - I (USD) to support our client, a leading mutual life insurance company, in Richmond, VA. Our client provides long-term care insurance, mutual funds, and retirement-plan services across the US.

Key Responsibilities:
  • Approve or release wires in bank portals, Treasury Management Systems, or administrator portals.
  • Record daily bank activity in Wall Street Office and bank reconciliation Excel files.
  • Perform daily bank reconciliations of various managed fund accounts.
  • Communicate with other internal departments to ensure seamless operations.
  • Liaise with banking partners to facilitate a well-functioning cash management and payment operation.
  • Utilize and update Treasury Management Systems to optimize financial processes.
  • Other responsibilities may include reconciliation of budgets versus actuals and forecasting on expenses and/or revenue.
Required Qualifications:
  • 1-3 years of relevant work experience, including private credit.
  • Strong quantitative, analytical, and problem-solving skills to drive financial decisions.
  • Able to multi-task in a fast-paced environment and manage time efficiently to meet deadlines.
  • Excellent written and verbal communication skills to collaborate with internal teams.
  • Strong work ethic and attention to detail to ensure accuracy and quality in financial tasks.
  • Proficient in Microsoft Office 360 (Excel, Outlook, PowerPoint, etc.) to perform financial analysis and reporting.
  • Proficiency in SharePoint a plus to enhance collaboration and knowledge sharing.
  • Able to work a standard Monday-Friday schedule to maintain a healthy work-life balance.
Eclaro Benefits:
  • 401k Retirement Savings Plan administered by a reputable provider to support long-term financial goals.
  • Commuter Check Pretax Commuter Benefits to reduce transportation costs.
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro to ensure comprehensive health coverage.

Eclaro values diversity and is an equal opportunity employer. We do not discriminate based on any protected group status.


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